以下文章来源于公募排排网 ，作者康波 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 9·24一周年刚刚过去，在这一轮波澜壮阔的行情下，不少基金收益表现亮眼。而近期，随着特朗普新一轮的关税威胁，市场又开始波动起来。 但在这样的市场环境下，仍有不少公募基金净值创历史新高。据 公募排排网 数据统计，截至2024年10月13日， 有 230只基金净值仍在创历史 新高 （基金成立在半年以上、同只基金取A份额展示）。 | 序号 基金代码 | 基金名称 | 9月净值 今年以来 新高次数 收益(%) 基准(%) | | 今年以来 | 基金成材料/FV 以来收益及基准 | 基金经理 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | (%) | | | :003624 创金合信资源主题精选股票A | | | 69.47 | 43.09 | 2016-11-02 280.51/87.23 | 李游、黄超 | | 2 020553 | 南方半导体产业股票A | | 68 ...

Group 1 - The article discusses the gold-silver ratio, which reflects the relative price relationship between gold and silver, indicating whether silver is undervalued or overvalued. A higher ratio suggests silver is cheaper relative to gold, while a lower ratio indicates the opposite [3][7]. - Historical data shows that the gold-silver ratio reached a peak of 104 in April 2025, but has since declined to 94.14 as of June 20, 2025, with gold priced at $3384.4 per ounce and silver at $35.95 per ounce [3][8]. - The article notes that the gold-silver ratio typically fluctuates within a range, with 80-100 being a top and around 40 being a bottom. The current ratio of 94.14 is above the historical average of approximately 58, suggesting potential for silver price recovery [7][8]. Group 2 - The demand for silver is increasing due to its industrial applications, such as in photovoltaics and electronics, while supply growth is limited, creating a supply-demand gap that supports silver prices [9]. - The article highlights that silver is known for its high volatility, with a volatility rate 1.5 times that of gold [10]. - The recovery of the gold-silver ratio is influenced by multiple factors, including macroeconomic conditions, geopolitical events, and changes in Federal Reserve policies [11]. Group 3 - Some analysts express skepticism about the recovery of the gold-silver ratio, suggesting it may continue to rise due to the significant increase in silver production compared to gold since 1994, with silver production up by 79.9% and gold by only 43.5% [13]. - The article mentions that when the market shifts focus from gold to silver, it often indicates that prices have already reflected speculative themes, prompting investors to reassess reasonable pricing [13]. Group 4 - Currently, there is only one commodity fund investing in silver, the Guotai Silver LOF (161226), which tracks the performance of the Shanghai Futures Exchange silver futures [14]. - The fund has underperformed significantly since its inception, which is noted as a drawback for potential investors [14][19]. Group 5 - The article compares the performance of resource-related funds over the past five years, highlighting several funds that have performed relatively well, including Qianhai Kaiyuan Hong Kong-Shenzhen Core Resource Mixed A and Jiashi Resource Selection Stock A [20][23]. - The performance of the Shanghai Natural Resources Index and the CSI Upstream Resource Industry Index is discussed, with both indices showing similar performance trends over the past decade [25][27]. Group 6 - The article provides valuation metrics for the Shanghai Resource Index and the CSI Upstream Resource Index, noting their respective P/E ratios of 11.74 and 12.09, as well as P/B ratios of 1.39 and 1.41 [32][33]. - The dividend yield for the Shanghai Resource Index is reported at 4.80%, indicating a relatively attractive yield compared to the CSI Upstream Index's 4.63% [34].